beeviral + Salesforce

Create records in Salesforce when new recommendations happen in beeviral

Boost your engagement levels on Beeviral and keep your Salesforce CRM updated with this seamless process. Each time a fresh recommendation is made in Beeviral, it triggers the creation of a new record in Salesforce. This one-step automation not only streamlines the monitoring of recommendations but also enhances your customer relationships by offering real-time insights. Keep a finger on the pulse of your Beeviral interactions and maintain your Salesforce records efficiently and effortlessly.

When this happens...
New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
Trigger
Instant
Try It
- CampaingRequired
- emailRequired
- nameRequired
- company
- phone
- IP
- request for indication? (Y or N)Required
Action
Write
- Refer emailRequired
- StatusRequired
- Value
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It

- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It

- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

- CampaingRequired
- emailRequired
- nameRequired
- company
- phone
- IP
- request for indication? (Y or N)Required
Action
Write
- CampaingRequired
- email customer / influencerRequired
- Referee emailRequired
- Referee NameRequired
- channelRequired
- statusRequired
- value
- message
- phone
Action
Write
- Id RecommendationRequired
- StatusRequired
- Value
Action
Write
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About beeviral

beeviral is a referral marketing automation platform.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

beeviral + Salesforce

Create records in Salesforce when new recommendations happen in beeviral

New Recommendation

Create/Update Influencer

emailRequired

nameRequired

company

phone

IP

request for indication? (Y or N)Required

Update Recommendation by Email

Refer emailRequired

StatusRequired

Value

New Contact

New Lead

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Create/Update Customer

CampaingRequired

emailRequired

nameRequired

company

phone

IP

request for indication? (Y or N)Required

Create Recommendation

CampaingRequired

email customer / influencerRequired

Referee emailRequired

Referee NameRequired

channelRequired

statusRequired

value

message

phone

Update Recommendation by Id

Id RecommendationRequired

StatusRequired